TerexTEX

13F holders, Q2 2024 (June 30)
371holders −15
36new positions
52sold out
8famous investors
$54.81avg. 13F price*

At the end of Q2 2024, 371 institutions reported holding Terex Corp. (TEX) in their 13F filings, down 15 from Q1 2024. 36 opened new positions and 52 sold out. The largest holders were BlackRock Inc. ($493.3M), FMR LLC ($451.2M) and Vanguard Group Inc. ($401.6M). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Terex Corp.
CUSIP
880779103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 386Q1 2024Q2 2024: 371Q2 2024Q3 2024: 382Q3 2024Q4 2024: 350Q4 2024Q1 2025: 333Q1 2025Q2 2025: 326Q2 2025Q3 2025: 331Q3 2025Q4 2025: 356Q4 2025Q1 2026: 473Q1 2026Q2 2026: 484Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions36$17.2M
Exits52$59.1M

All 13F filers, Q1 2024 → Q2 2024: 7,549,589 shares bought and 3,962,591 shares sold, net +3,586,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 371 holders

BlackRock Inc. 0.01% Add +1.2% 8,996,076 $493.3M
FMR LLC 0.03% Add +69.0% 8,228,313 $451.2M
Vanguard Group Inc. 0.01% Reduce -1.1% 7,323,471 $401.6M
Dimensional Fund Advisors LP 0.04% Add +4.1% 2,812,383 $154.2M
State Street Corp. 0.01% Add +1.0% 2,470,589 $135.5M
Invesco Ltd. 0.03% Add +6.1% 2,407,011 $132.0M
Fisher Asset Management 0.04% Add +1.4% 1,844,423 $101.1M
AQR Capital Management 0.15% Add +18.4% 1,837,563 $99.0M
Geode Capital Management, LLC 0.01% Add +5.9% 1,587,446 $87.1M
Greenhaven Associates Inc. 1.08% Add +1.6% 1,499,671 $82.2M
American Century Companies Inc. 0.04% Add +25.6% 1,322,729 $72.5M
Macquarie Group Ltd. 0.08% Reduce -3.3% 1,225,447 $67.2M
Fuller & Thaler Asset Management, Inc. 0.26% Add +36.9% 1,123,394 $61.6M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 967,114 $53.0M
First Trust Advisors LP 0.05% Add +33.6% 957,073 $52.5M
Victory Capital Management Inc. 0.05% Reduce -5.0% 905,535 $49.7M
Northern Trust Corp. 0.01% Add +3.1% 803,857 $44.1M
Bank of New York Mellon Corp 0.01% Add +3.5% 790,118 $43.3M
Norges Bank 0.01% Reduce -0.9% 766,435 $42.0M
Morgan Stanley 0.00% Add +2.1% 720,066 $39.5M
Voloridge Investment Management, LLC 0.12% Add +96.5% 577,044 $31.6M
Prudential Financial Inc. 0.04% Reduce -16.8% 532,165 $29.2M
Atlantic Investment Management, Inc. 13.11% Add +12.0% 530,538 $29.1M
William Blair Investment Management, LLC 0.08% Reduce -0.2% 526,080 $28.9M
JPMorgan Chase & Co. 0.00% Add +21.4% 508,913 $27.9M
Goldman Sachs Group Inc. 0.01% Add +17.4% 484,613 $26.6M
Balyasny Asset Management L.P. 0.07% Add +21.3% 475,273 $26.1M
Minneapolis Portfolio Management Group, LLC 3.46% Reduce -1.0% 466,745 $25.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% — 461,036 $25.3M
HM Payson & Co. 0.41% Add +9.8% 416,450 $22.8M
Bank of America Corp. 0.00% Reduce -19.6% 380,044 $20.8M
Clearbridge Investments, LLC 0.02% Reduce -1.7% 345,268 $18.9M
Russell Investments Group, Ltd. 0.03% Reduce -9.3% 287,332 $15.8M
Front Street Capital Management, Inc. 3.00% Reduce -0.3% 285,575 $15.7M
Principal Financial Group Inc. 0.01% Reduce -7.6% 273,603 $15.0M
Millennium Management 0.01% Add +169.0% 264,885 $14.5M
Royce & Associates LP 0.13% Add +109.7% 251,039 $13.8M
Rhumbline Advisers 0.01% Add +6.6% 237,693 $13.0M
Hancock Whitney Corp. 0.44% Reduce -0.6% 234,525 $12.9M
Verition Fund Management LLC 0.11% Add +103.5% 232,301 $12.7M
Wells Fargo & Company 0.00% Add +6.4% 226,608 $12.4M
Brandywine Global Investment Management, LLC 0.09% Reduce -2.5% 224,506 $12.3M
Panagora Asset Management Inc. 0.06% Add +10.7% 207,738 $11.4M
Great Lakes Advisors, LLC 0.10% Reduce -6.6% 203,523 $11.2M
Nuveen Asset Management, LLC 0.00% Add +2.1% 201,393 $11.0M
Federated Hermes, Inc. 0.03% Reduce -1.8% 199,824 $11.0M
Royal Bank of Canada 0.00% Add +14.1% 196,217 $10.8M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -70.2% 180,394 $9.9M
Curated Wealth Partners LLC 1.35% — 176,922 $9.7M
Empowered Funds, LLC 0.17% Add +13.4% 175,402 $9.6M
Lazard Asset Management LLC 0.01% Add +8.1% 174,175 $9.6M
Danske Bank A/S 0.03% Add +507.7% 167,400 $9.2M
Zimmer Partners, LP 0.17% Add +86.5% 160,000 $8.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +53.4% 159,269 $8.7M
Ameriprise Financial Inc. 0.00% Reduce -20.9% 153,115 $8.4M
UBS Group AG 0.00% Add +28.7% 150,905 $8.3M
D. E. Shaw & Co. 0.01% Add +253.2% 135,944 $7.5M
Alliancebernstein L.P. 0.00% Reduce -35.0% 134,085 $7.4M
Deutsche Bank AG 0.00% Reduce -19.5% 133,080 $7.3M
Swiss National Bank 0.01% Reduce -0.8% 131,800 $7.2M
Schroder Investment Management Group 0.01% Reduce -37.0% 129,342 $7.1M
Corebridge Financial, Inc. 0.04% — 120,460 $6.6M
California Public Employees Retirement System 0.00% Reduce -2.1% 120,246 $6.6M
Legal & General Group Plc 0.00% Add +0.2% 110,803 $6.1M
Nordea Investment Management AB 0.01% Reduce -14.6% 108,724 $5.9M
Jane Street Group, LLC 0.01% Add +523.9% 103,548 $5.7M
Jupiter Asset Management Ltd. 0.05% Reduce -87.1% 101,666 $5.6M
DekaBank Deutsche Girozentrale 0.01% Reduce -1.4% 105,363 $5.5M
Envestnet Asset Management Inc. 0.00% Add +10.5% 100,408 $5.5M
HighTower Advisors, LLC 0.01% Add +2.7% 97,901 $5.4M
Segall Bryant & Hamill, LLC 0.10% New 97,935 $5.4M
New York State Teachers Retirement System 0.01% Reduce -0.1% 95,866 $5.3M
Barclays PLC 0.00% Reduce -27.8% 92,178 $5.1M
LPL Financial LLC 0.00% Add +27.1% 91,945 $5.0M
Retirement Systems of Alabama 0.02% Reduce -1.3% 83,063 $4.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.9% 80,754 $4.4M
Franklin Resources Inc. 0.00% Add +2.4% 80,655 $4.4M
T. Rowe Price Associates Inc. 0.00% Add +4.1% 78,561 $4.3M
Two Sigma Advisers, LP 0.01% Reduce -42.9% 78,400 $4.3M
AXA S.A. 0.01% Add +1.7% 75,182 $4.1M
MetLife Investment Management, LLC 0.02% Add +4.5% 72,688 $4.0M
Voya Investment Management LLC 0.00% Reduce -59.2% 71,764 $3.9M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +602.5% 71,747 $3.9M
Edgestream Partners, L.P. 0.18% Add +181.6% 68,898 $3.8M
California State Teachers Retirement System 0.00% Reduce -2.8% 65,341 $3.6M
Profit Investment Management, LLC 2.23% Add +61.3% 64,994 $3.6M
Globeflex Capital L P 0.37% No change 64,263 $3.5M
Greenwich Wealth Management LLC 0.25% Reduce -0.1% 62,190 $3.4M
Dorsey Wright & Associates 0.87% Add +0.3% 61,309 $3.4M
Baird Financial Group, Inc. 0.01% Add +2.3% 61,001 $3.3M
Sei Investments Co. 0.00% Reduce -8.0% 60,490 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -17.5% 59,229 $3.2M
Nisa Investment Advisors, LLC 0.02% Add +0.1% 56,357 $3.1M
Squarepoint Ops LLC 0.01% Add +172.8% 52,883 $2.9M
Icon Advisers Inc. 0.67% Reduce -1.5% 52,600 $2.9M
Advisors Asset Management, Inc. 0.06% Add +15.2% 52,423 $2.9M
PEAK6 Investments LLC 0.13% Add +317.6% 51,560 $2.8M
Leuthold Group, LLC 0.31% Add +9.4% 48,665 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Add +1.2% 48,521 $2.7M
Watchman Group, Inc. 0.84% Reduce -2.6% 48,245 $2.6M
Man Group plc 0.01% Reduce -22.9% 47,387 $2.6M
State of Alaska, Department of Revenue 0.03% No change 47,272 $2.6M
State of Tennessee, Department of Treasury 0.01% Add +177.3% 45,299 $2.5M
Moran Wealth Management, LLC 0.08% Add +2.4% 44,130 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Add +7.3% 43,373 $2.4M
Citigroup Inc. 0.00% Add +14.5% 42,547 $2.3M
Algert Global LLC 0.07% Reduce -52.6% 40,993 $2.2M
NorthCoast Asset Management LLC 0.02% Add +881.9% 40,846 $2.2M
Allianz Asset Management GmbH 0.00% Add +0.7% 39,743 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -3.5% 38,534 $2.1M
PDT Partners, LLC 0.20% Reduce -15.1% 38,173 $2.1M
Burney Co./ 0.08% Reduce -1.4% 36,038 $2.0M
Comerica Bank 0.01% Add +1.6% 35,996 $2.0M
Mork Capital Management, LLC 1.50% No change 35,000 $1.9M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +65.3% 34,282 $1.9M
Coldstream Capital Management Inc. 0.05% Add +1.7% 34,262 $1.9M
Cresset Asset Management, LLC 0.01% Add +12.8% 33,590 $1.8M
OMERS ADMINISTRATION Corp 0.02% New 32,900 $1.8M
Amalgamated Bank 0.02% Reduce -6.9% 32,667 $1.8M
Zacks Investment Management 0.02% Add +10.0% 32,413 $1.8M
Cozad Asset Management Inc. 0.18% Reduce -0.1% 32,044 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -37.6% 31,984 $1.8M
NEOS Investment Management LLC 0.07% Add +281.1% 31,714 $1.7M
Teacher Retirement System of Texas 0.01% Add +1.0% 31,499 $1.7M
LSV Asset Management 0.00% No change 31,200 $1.7M
E. Ohman J:or Asset Management AB 0.04% Add +11.9% 30,897 $1.7M
Amica Mutual Insurance Co. 0.17% No change 30,404 $1.7M
Harbor Capital Advisors, Inc. 0.13% Add +11.6% 30,056 $1.6M
Composition Wealth, LLC 0.04% Reduce -0.0% 30,000 $1.6M
New York State Common Retirement Fund 0.00% Add +3.8% 29,963 $1.6M
Janus Henderson Group PLC 0.00% Reduce -1.1% 29,600 $1.6M
Brevan Howard Capital Management LP 0.11% Add +51.5% 29,087 $1.6M
Shilanski & Associates, Inc. 0.53% Reduce -2.4% 28,721 $1.6M
Bridgewater Associates 0.01% Reduce -77.3% 28,620 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -7.4% 28,383 $1.6M
Citadel Advisors 0.00% Reduce -6.8% 27,894 $1.5M
Raymond James & Associates 0.00% Reduce -14.6% 27,804 $1.5M
Easterly Investment Partners LLC 0.13% Reduce -30.6% 27,367 $1.5M
Sapience Investments, LLC 0.76% Reduce -39.3% 27,191 $1.5M
Waterfront Wealth Inc. 0.40% Add +19.5% 26,799 $1.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.12% No change 26,700 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -6.3% 26,170 $1.4M
Los Angeles Capital Management LLC 0.01% Reduce -13.7% 25,817 $1.4M
Guggenheim Capital LLC 0.01% Add +55.5% 25,628 $1.4M
Tredje AP-fonden 0.01% No change 25,273 $1.4M
SG Americas Securities, LLC 0.01% Add +425.2% 25,026 $1.4M
Stratos Wealth Advisors, LLC 0.07% Add +13.7% 24,805 $1.4M
Aquatic Capital Management LLC 0.05% New 24,800 $1.4M
Ensign Peak Advisors, Inc 0.00% No change 24,743 $1.4M
Stifel Financial Corp. 0.00% Add +16.0% 23,748 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,145 $1.3M
Arete Wealth Advisors, LLC 0.10% Add +0.6% 22,530 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.5% 21,014 $1.2M
Jennison Associates LLC 0.00% Reduce -22.4% 20,871 $1.1M
Vest Financial, LLC 0.03% Add +47.3% 20,599 $1.1M
Magnetar Financial LLC 0.03% New 19,747 $1.1M
GAMCO Investors 0.01% Reduce -3.5% 19,500 $1.1M
State Board of Administration of Florida Retirement System 0.00% Reduce -22.1% 19,124 $1.0M
CSS LLC 0.23% Add +5.5% 19,007 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -1.6% 19,000 $1.0M
Arizona State Retirement System 0.01% Add +1.4% 18,757 $1.0M
Susquehanna International Group, LLP 0.00% Add +134.0% 18,546 $1.0M
Empirical Finance, LLC 0.06% Add +126.4% 18,318 $1.0M
Janney Montgomery Scott LLC 0.00% Reduce -4.7% 18,138 $995K
Thoroughbred Financial Services, LLC 0.07% Add +12.8% 18,061 $990K
Creative Planning 0.00% Add +18.5% 17,334 $951K
Neuberger Berman Group LLC 0.00% Add +6.5% 17,191 $943K
Confluence Wealth Services, Inc. 0.07% No change 17,046 $935K
Pathstone Holdings, LLC 0.00% Add +40.1% 16,730 $917K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.9% 16,569 $909K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.2% 16,495 $905K
Cetera Investment Advisers 0.00% Add +1.8% 16,453 $902K
State of Michigan Retirement System 0.00% Reduce -1.2% 16,218 $889K
Aviso Financial Inc. 0.05% — 16,110 $883K
Tower Research Capital LLC (TRC) 0.01% Add +956.7% 15,439 $847K
Farmers & Merchants Investments Inc. 0.03% Reduce -0.0% 15,303 $839K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 15,021 $824K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.7% 14,917 $818K
Gotham Asset Management 0.01% Reduce -55.5% 14,587 $800K
HSBC Holdings PLC 0.00% Add +177.4% 14,670 $799K
Campbell & CO Investment Adviser LLC 0.07% Reduce -6.2% 14,479 $794K
BNP Paribas Financial Markets 0.00% Reduce -72.2% 14,229 $780K
Raymond James Financial Services Advisors, Inc. 0.00% Add +57.0% 14,088 $773K
Oregon Public Employees Retirement Fund 0.02% Reduce -15.2% 14,004 $768K
New Mexico Educational Retirement Board 0.03% No change 13,800 $757K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 13,600 $746K
Handelsbanken Fonder AB 0.00% No change 13,353 $732K
Ethic Inc. 0.02% Add +26.6% 13,111 $719K
Diligent Investors, LLC 0.17% No change 12,660 $694K
Range Financial Group LLC 0.35% Reduce -9.4% 12,400 $680K
SummerHaven Investment Management, LLC 0.44% Add +2.2% 12,114 $664K
ProShare Advisors LLC 0.00% Reduce -20.6% 12,088 $663K
First National Trust Co 0.03% No change 12,000 $658K
Bank of Montreal 0.00% Add +0.6% 11,777 $647K
Vident Advisory, LLC 0.02% New 11,723 $643K
WINTON GROUP Ltd 0.04% Reduce -30.3% 11,530 $632K
Lingohr Asset Management GmbH 1.54% Reduce -11.6% 11,286 $617K
Holocene Advisors, LP 0.00% New 10,829 $594K
Sanctuary Advisors, LLC 0.00% — 9,893 $590K
Cavalier Investments, LLC 0.18% Add +3.0% 10,609 $582K
Aristeia Capital, L.L.C. 0.04% New 10,534 $578K
State of Wisconsin Investment Board 0.00% Reduce -18.5% 10,452 $573K
Entropy Technologies, LP 0.06% Add +56.1% 10,349 $568K
TCW Group Inc. 0.01% New 10,321 $566K
Pacer Advisors, Inc. 0.00% Reduce -20.0% 10,130 $556K
NorthCrest Asset Manangement, LLC 0.02% Add +0.1% 10,107 $554K
Quantbot Technologies LP 0.03% New 10,044 $551K
Liberty Capital Management, Inc. 0.13% No change 9,962 $546K
Atria Investments, Inc 0.01% New 9,917 $544K
Perigon Wealth Management, LLC 0.02% Add +11.9% 9,716 $533K
Kestra Advisory Services, LLC 0.00% Add +18.1% 9,663 $530K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -12.0% 9,293 $510K
Tidal Investments LLC 0.01% Reduce -1.0% 9,272 $508K
Pictet Asset Management Holding SA 0.00% Reduce -2.7% 9,263 $508K
Xponance LLC 0.01% Reduce -5.8% 9,046 $496K
Centiva Capital, LP 0.02% Add +65.8% 8,873 $487K
O'shaughnessy Asset Management, LLC 0.01% Reduce -7.0% 8,844 $485K
Cornercap Investment Counsel Inc. 0.08% Reduce -1.9% 8,822 $484K
Public Employees Retirement Association of Colorado 0.00% Reduce -3.6% 8,572 $470K
Kendall Capital Management 0.15% Add +47.6% 8,305 $455K
KBC Group NV 0.00% Add +4.3% 8,300 $455K
Rothschild Investment LLC 0.03% Add +163700.0% 8,190 $449K
Private Advisor Group, LLC 0.00% Add +4.1% 7,891 $433K
Versor Investments LP 0.07% New 7,400 $406K
VestGen Investment Management 0.12% Add +12.1% 7,303 $401K
V-Square Quantitative Management LLC 0.06% Add +6.5% 7,398 $397K
Trek Financial, LLC 0.03% New 7,070 $388K
Vise Technologies, Inc. 0.07% Add +9.4% 7,020 $385K
Barnett & Company, Inc. 0.28% No change 7,000 $384K
Gabelli Funds LLC 0.00% No change 7,000 $384K
Quantinno Capital Management LP 0.01% Add +11.7% 6,920 $380K
Parallel Advisors, LLC 0.01% Add +0.9% 6,898 $378K
MML Investors Services, LLC 0.00% Add +15.8% 6,726 $369K
Verity Asset Management, Inc. 0.14% Reduce -0.3% 6,607 $362K
Cullen Capital Management, LLC 0.00% Reduce -47.7% 6,549 $359K
FCG Investment Co 0.27% Add +3.5% 6,534 $358K
Dakota Wealth Management 0.01% Reduce -1.5% 6,450 $354K
National Bank of Canada 0.00% Reduce -0.2% 6,514 $349K
Mariner, LLC 0.00% Reduce -0.0% 6,245 $342K
Alps Advisors Inc. 0.00% Reduce -0.6% 5,914 $324K
PFG Advisors 0.02% Add +0.2% 5,850 $321K
Concourse Financial Group Securities, Inc. 0.02% Add +38.7% 5,836 $320K
Cerity Partners LLC 0.00% Reduce -18.2% 5,726 $314K
QRG Capital Management, Inc. 0.00% Add +0.8% 5,613 $308K
US Bancorp \de 0.00% Add +1.4% 5,610 $308K
Commonwealth Equity Services, LLC 0.00% Reduce -9.2% 5,572 $306K
Summit Global Investments 0.02% Add +47.6% 5,502 $302K
M&T Bank Corp 0.00% Add +3.4% 5,484 $300K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.1% 5,436 $298K
Securian Asset Management, Inc. 0.01% Reduce -2.6% 5,367 $294K
Verdence Capital Advisors LLC 0.03% Reduce -0.9% 5,342 $293K
Cibc World Market Inc. 0.00% Reduce -2.0% 5,199 $285K
D.A. Davidson & Co. 0.00% Reduce -90.5% 5,195 $285K
Engineers Gate Manager LP 0.01% New 5,149 $282K
SkyOak Wealth, LLC 0.06% Reduce -9.2% 5,031 $276K
New Century Financial Group, LLC 0.12% New 5,013 $275K
Shelton Capital Management 0.01% Reduce -12.8% 4,993 $274K
Mackenzie Financial Corp. 0.00% No change 4,930 $270K
Pinnacle Associates Ltd. 0.00% No change 4,920 $270K
Axq Capital, LP 0.06% New 4,849 $266K
Intech Investment Management LLC 0.00% New 4,769 $262K
Paragon Capital Management Ltd 0.05% New 4,620 $253K
Exencial Wealth Advisors, LLC 0.01% Add +0.0% 4,539 $249K
Diversified Trust Co. 0.01% Add +27.6% 4,441 $244K
Prelude Capital Management, LLC 0.02% Reduce -58.9% 4,275 $234K
Walleye Trading LLC 0.00% New 4,227 $232K
Crossmark Global Holdings, Inc. 0.00% Reduce -10.4% 4,109 $225K
Burns Matteson Capital Management, LLC 0.14% New 4,053 $222K
Lyell Wealth Management, LP 0.02% No change 4,000 $219K
Chesapeake Capital Corp. 0.29% Reduce -50.7% 3,986 $219K
Greenleaf Trust 0.00% Add +0.1% 3,917 $215K
STRS Ohio 0.00% Reduce -74.7% 3,900 $214K
LVZ, Inc. 0.03% Reduce -16.6% 3,895 $214K
nVerses Capital, LLC 0.12% New 3,800 $208K
Aviso Wealth Management 0.12% No change 3,783 $207K
Wealth Enhancement Advisory Services, LLC 0.00% Add +14.4% 3,699 $203K
Delta Capital Management LLC 0.12% Add +1.1% 3,680 $202K
Virtus Investment Advisers, LLC 0.17% No change 3,392 $186K
Atlas Capital Advisors Inc. 0.02% Reduce -35.9% 3,217 $176K
Cwm, LLC 0.00% Add +65.8% 3,120 $171K
Westend Capital Management, LLC 0.06% Reduce -3.0% 3,061 $164K
Northwestern Mutual Wealth Management Co. 0.00% Add +15.7% 2,928 $161K
Ashton Thomas Private Wealth, LLC 0.01% New 2,680 $147K
Steward Partners Investment Advisory, LLC 0.00% Add +137.2% 2,669 $146K
State of Wyoming 0.02% Reduce -37.3% 2,511 $138K
Innealta Capital, LLC 0.04% New 2,393 $131K
AM Squared Ltd 0.41% Add +64.3% 2,300 $126K
Whittier Trust Co. 0.00% No change 2,269 $124K
PNC Financial Services Group, Inc. 0.00% Reduce -49.6% 2,224 $122K
Quadrant Capital Group LLC 0.01% Add +2.4% 2,150 $118K
1620 Investment Advisors, Inc. 0.09% New 2,019 $111K
International Assets Investment Management, LLC 0.01% New 1,987 $109K
Covestor Ltd 0.07% Reduce -8.3% 1,865 $102K
Canada Pension Plan Investment Board 0.00% Reduce -97.7% 1,800 $99K
GW&K Investment Management, LLC 0.00% Reduce -99.6% 1,457 $80K
Principal Securities, Inc. 0.00% Reduce -1.0% 1,445 $79K
Public Employees Retirement System of Ohio 0.00% Add +0.1% 1,389 $76K
Balefire, LLC 0.03% No change 1,357 $74K
Signaturefd, LLC 0.00% Add +7.7% 1,317 $72K
Towne Trust Company, N.A 0.02% No change 1,054 $58K
Assetmark, Inc. 0.00% Reduce -33.4% 998 $55K
Lindbrook Capital, LLC 0.01% Add +36.9% 987 $54K
GeoWealth Management, LLC 0.00% Add +47.3% 928 $51K
Capital Advisors, Ltd. LLC 0.01% No change 851 $47K
Fifth Third Bancorp 0.00% Add +21.7% 768 $42K
FinTrust Capital Advisors, LLC 0.01% No change 695 $38K
Farther Finance Advisors, LLC 0.00% Add +185.2% 676 $36K
Virtus Fund Advisers, LLC 0.14% Add +13.2% 654 $36K
Blue Trust, Inc. 0.00% Add +57.5% 512 $33K
Avior Wealth Management, LLC 0.00% Reduce -48.1% 492 $27K
Hexagon Capital Partners LLC 0.01% Add +12.4% 489 $27K
IFP Advisors, Inc 0.00% Reduce -98.3% 454 $25K
Bessemer Group Inc. 0.00% No change 455 $25K
Sandy Spring Bank 0.00% New 449 $25K
Nomura Asset Management Co. Ltd. 0.00% No change 430 $24K
Amundi 0.00% Reduce -51.7% 420 $23K
GAMMA Investing LLC 0.00% Add +5.2% 402 $22K
Ancora Advisors LLC 0.00% No change 400 $22K
NewEdge Advisors, LLC 0.00% No change 387 $21K
Nvwm, LLC 0.01% Add +8.3% 380 $21K
Simplex Trading, LLC 0.00% New 377 $20K
Private Trust Co. NA 0.00% Reduce -3.6% 348 $19K
Rise Advisors, LLC 0.01% Add +0.3% 322 $18K
LRI Investments, LLC 0.00% Add +86.7% 308 $17K
Smartleaf Asset Management LLC 0.00% New 298 $16K
Cherry Tree Wealth Management, LLC 0.00% No change 265 $15K
CIBC Private Wealth Group LLC 0.00% No change 255 $14K
Arax Advisory Partners 0.00% Add +1933.3% 244 $13K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -13.1% 238 $13K
Huntington National Bank 0.00% Add +0.5% 218 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 215 $12K
CVA Family Office, LLC 0.00% No change 210 $12K
Godsey & Gibb, Inc. 0.00% New 209 $11K
Headlands Technologies LLC 0.00% New 202 $11K
WealthCollab, LLC 0.01% Add +2.1% 197 $11K
Allworth Financial LP 0.00% Add +1.6% 190 $11K
Quarry LP 0.00% Add +1046.7% 172 $9K
Dunhill Financial, LLC 0.01% New 161 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $7K
Group One Trading LLC 0.00% No change 112 $6K
CENTRAL TRUST Co 0.00% New 109 $6K
Global Retirement Partners, LLC 0.00% Add +55.4% 101 $6K
Cetera Trust Company, N.A 0.00% No change 98 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 93 $5K
TD Waterhouse Canada Inc. 0.00% New 93 $5K
Cullen/Frost Bankers, Inc. 0.00% New 77 $4K
Bell Investment Advisors, Inc 0.00% Reduce -18.9% 77 $4K
Quent Capital, LLC 0.00% No change 65 $4K
Mather Group, Llc. 0.00% Reduce -28.6% 50 $3K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -23.3% 56 $3K
Frazier Financial Advisors, LLC 0.00% No change 54 $3K
Continuum Advisory, LLC 0.00% No change 54 $3K
JFS Wealth Advisors, LLC 0.00% No change 49 $3K
Rosenberg Matthew Hamilton 0.00% No change 47 $2K
UMB Bank, n.a. 0.00% Reduce -30.2% 44 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -21.7% 36 $2K
Valley National Advisers Inc. 0.00% No change 40 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -5.7% 33 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 32 $2K
Versant Capital Management, Inc 0.00% No change 30 $2K
Private Wealth Management Group, LLC 0.00% No change 25 $1K
Prestige Wealth Management Group LLC 0.00% No change 25 $1K
Toth Financial Advisory Corp. 0.00% No change 25 $1K
AdvisorNet Financial, Inc 0.00% Add +500.0% 24 $1K
Sachetta, LLC 0.00% No change 20 $1K
ClariVest Asset Management LLC 0.00% No change 21 $1K
SJS Investment Consulting Inc. 0.00% No change 20 $1K
Gradient Investments LLC 0.00% No change 20 $1K
Abich Financial Wealth Management LLC 0.00% New 15 $823
DiNuzzo Private Wealth, Inc. 0.00% Add +18.2% 13 $713
Kelly Financial Services LLC 0.00% No change 8 $439

"% of holder's portfolio" is TEX's weight in each manager's 13F, not the share of Terex Corp. the manager owns.